Castle Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 16, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$3,500

“Castle Financial charges a fixed fee between $500 and $3,500 for financial planning services dependent upon the complexity of the Client’s specific situation.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Castle Financial bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “The Client must consent in advance to direct debiting of their investment account.”

How Castle Financial’s fees compare

• Its flat or project fee of $500-$3,500 is below the California median of $5,000. 19% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 9 other planners in Mission Viejo that publish a flat or project fee charge less.

About Castle Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

341862

Phone

(949) 292-1323

Other planners in Mission Viejo that publish fees

• Bright Wealth Advisors, LLCMission Viejo$400/hr, $1,500⁠-⁠$6,000
• Di Bello FinancialMission Viejo$400/hr
• Downie Financial GroupMission Viejo$150⁠-⁠$500/hr, $250⁠-⁠$10,000
• Kohr InvestmentsMission Viejo$350/hr, $350⁠-⁠$2,000
• Owens Investment Advisors LLCMission Viejo$250/hr, $2,500
• Portsalus Wealth ManagementMission Viejo$2,500⁠-⁠$7,500

Compare all 11 planners in Mission Viejo